Ramp data says 80% of OpenAI and Anthropic enterprise revenue comes from 1% of customers
Ramp / Ara Kharazian (via r/ClaudeAI, 58 upvotes)via @Kalshi·medium signal
Ramp lead economist Ara Kharazian published the concentration figure on September 3, describing it as a risk that is "not getting any better" as both companies approach IPOs. The number is derived from Ramp's own corporate card and bill-pay transaction base, not from either lab's books, so treat it as a directional proxy rather than audited revenue. It reframes the pricing moves of the last two weeks: per-seat and per-outcome experiments matter far less than whether a few dozen accounts renew.